Tracking and Oversight

Assign responsibility and track each event’s status from the outset to completion. With the Pro version, you can also break sizeable compliance requirements into easy-to-manage tasks.

Never lose track of a single update with the user activity log reporting, which notes each time a user makes changes to their events.

Recommended Events

View one-time events and recurring requirements suggested by the Tandem team for financial institutions.

Recommendations include events such as proposed rule comment periods, final rule effective dates and guidance that may affect how you conduct business. Recommendations are filtered to each user’s category settings and financial regulator.

Event Notifications

Stay ahead of upcoming event dates with optional email reminders.

For each event, you can specify the number of days before the event date that emails should send to the event’s responsible parties. For those items that need a couple extra days to finish, past due notifications can also be configured to ensure nothing is overlooked.

Downloads

Generate consistent and professional documents effortlessly to share with your senior management, board of directors, auditors and examiners.

Download all your compliance events or apply filters to export a subset of your events in an easy-to-read document. These customizable documents are available in Microsoft Word and Adobe PDF formats.

The CoNetrix Tandem Compliance Management module is available in two versions: Free and Pro.